403.【台股美股提款機】博通對半導體產業觀點、記憶體模組廠 vs 南亞科

from 財報狗 - 掌握台股美股時事議題 · host 財報狗 - 台灣最大基本面投資平台

02:17 博通適合拿來當作判斷半導體週期的公司嗎？最近一季的財報釋出哪些重要資訊？ 32:45 為什麼同樣受到中國產能影響，模組廠近期表現比原廠南亞科還要好？ 39:00 對台廠 NOR flash、矽晶圓的看法。 Podcast 回饋表單：https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱：[email protected]

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403.【台股美股提款機】博通對半導體產業觀點、記憶體模組廠 vs 南亞科

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